Civic Intelligence

Sheldon Milner, M.D., P.A.

Plan context: Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust

EIN 52-2273205 • Baltimore, MD • 15 filings • 1 plans

2214 Crest RdBaltimore, MD 21209-4207
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$521,281

2019 Contributions

$24,500

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$521,281$260,641$0200520132019YearValue
$521,281Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420200520122019YearValue
1Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201911$521,281$0-
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-1$521,281--
201811$449,620$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-1$449,620$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201711$450,549$0-
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-1$450,549--
201612$393,381$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-2$393,381$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201512$356,478$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-2$356,478$33,500$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
201414$332,385$25,186$6,297iApproximate average salary by contribution assumption: employee only about $157,413 at 4% or $104,942 at 6%; with 50% employer match about $104,942 at 4% or $69,961 at 6%; with 100% employer match about $78,706 at 4% or $52,471 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-4$332,385$25,186$6,297iApproximate average salary by contribution assumption: employee only about $157,413 at 4% or $104,942 at 6%; with 50% employer match about $104,942 at 4% or $69,961 at 6%; with 100% employer match about $78,706 at 4% or $52,471 at 6%.
201312$319,280$33,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-2$319,280$33,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201214$273,311$25,914$6,479iApproximate average salary by contribution assumption: employee only about $161,963 at 4% or $107,975 at 6%; with 50% employer match about $107,975 at 4% or $71,983 at 6%; with 100% employer match about $80,981 at 4% or $53,988 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-4$273,311$25,914$6,479iApproximate average salary by contribution assumption: employee only about $161,963 at 4% or $107,975 at 6%; with 50% employer match about $107,975 at 4% or $71,983 at 6%; with 100% employer match about $80,981 at 4% or $53,988 at 6%.
201114$224,453$30,686$7,672iApproximate average salary by contribution assumption: employee only about $191,788 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,239 at 6%; with 100% employer match about $95,894 at 4% or $63,929 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-4$224,453$30,686$7,672iApproximate average salary by contribution assumption: employee only about $191,788 at 4% or $127,858 at 6%; with 50% employer match about $127,858 at 4% or $85,239 at 6%; with 100% employer match about $95,894 at 4% or $63,929 at 6%.
201013$199,133$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3$199,133$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200913$169,525$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3$169,525$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200813$120,920$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3$120,920$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200713$0$0-
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3---
200613$65,607$37,404$12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3$65,607$37,404$12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%.
200513$26,634$26,634$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
Sheldon Milner, M.D., P.A. 401K Profit Sharing Plan & Trust-3$26,634$26,634$8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%.
Sheldon Milner, M.D., P.A. | EIN 52-2273205 | 2019 Form 5500 Company Profile